OAKHOUSE PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PARK CITY, Utah
CRD number
290187
Registered since
November 16, 2017

Firm profile

FINTRX

Overview

Oakhouse Partners, LLC is a limited liability company that serves as sponsor, general partner and managing member for pooled investment vehicles. The firm is built around operating and managing private investment funds rather than acting as a traditional advisory practice for retail or separately managed accounts. Its public filings show SEC registration in 2017 and it does not describe itself as an active ESG investor. The firm's primary allocation focus is venture capital-style private fund strategies, with the organization taking on GP and sponsor responsibilities across multiple pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Paul Willard

    PartnerCRD 7518579

  • Jason Portnoy

    ManagerCRD 6862185

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PARK CITY, UT

SUMMIT

Location

PARK CITY, UT

Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SUMMIT
Address
1389 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth